Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Overview of the SalesforceA mobile application


SalesforceA is a mobile application for system administrators. It allows them to do their work on the fly while walking on the road or travelling in a bus or train.

Options available in the SalesforceA mobile application

A SalesforceA mobile comes with various features. Here are the actions that a Salesforce administrator can perform through the SalesforceA mobile application:

  1. Get the current system status

  2. Check a user's login history

  3. Freeze a user's action

  4. Unlock and deactivate a user's account

  5. Edit a user's account

  6. Reset password

  7. Add and remove permission sets

  8. Create a new user

  9. Access to Trailhead, Success Community, Release Notes and Admin News

  10. Reassigning licenses

Installing the SalesforceA mobile application

Users can download the SalesforceA mobile application from iTunes or Google Play. It is supported by the following devices:

  • Android phone or tablet with OS 4.4 or higher

  • Apple iPhone, iPad, and iPod Touch with iOS 8.0 or higher

Use the following links...